Filed June 19, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY INS SERVICES INC Service code 22 · EIN 26-4310844 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Insurance Broker | $11,116 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 15 · EIN 46-2023154 25431 FRIENDSHIP RD UNIT D · DAPHNE, AL 36526 | Recordkeeping | $2,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,733 | $54,237-58.1% | $90,304-74.8% | $67,579-66.4% |
| Participation rate | 25.0% | 68.6%-43.7pp | 73.3%-48.3pp | 71.3%-46.3pp |
| Annual return | 18.55% | 37.27%-18.7pp | 78.13%-59.6pp | 378.56%-360.0pp |
| Employer contribution / active EE | $303 | $1,846-83.6% | $2,855-89.4% | $2,148-85.9% |
| Participant deferral / active EE | $518 | $2,625-80.3% | $3,885-86.7% | $3,539-85.4% |
| Admin fee / account holder | $107 | $123-13.7% | $5,354-98.0% | $142-25.1% |